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Waste Management

1,489 hedge funds and large institutions have $40.9B invested in Waste Management in 2021 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 562 increasing their positions, 542 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 1421 (+7)

45% more first-time investments, than exits

New positions opened: 139 | Existing positions closed: 96

40% more call options, than puts

Call options by funds: $376M | Put options by funds: $268M

10% more capital invested

Capital invested by funds: $37.3B → $40.9B (+$3.6B)

2% more funds holding

Funds holding: 1,4561,489 (+33)

1.16% more ownership

Funds ownership: 74.38%75.54% (+1.2%)

4% more repeat investments, than reductions

Existing positions increased: 562 | Existing positions reduced: 542

Holders
1,489
Holders Change
+33
Holders Change %
+2.27%
% of All Funds
26.15%
Holding in Top 10
21
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+50%
% of All Funds
0.37%
New
139
Increased
562
Reduced
542
Closed
96
Calls
$376M
Puts
$268M
Net Calls
+$108M
Net Calls Change
+$97.7M
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
801
Realta Investment Advisors
Delaware
$844K -$62.8K -537 -8%
SBH
802
Segall Bryant & Hamill
Illinois
$844K -$5.26K -45 -0.7%
LFAS
803
Level Four Advisory Services
Texas
$842K -$77.6K -664 -9%
DWT
804
Dorsey & Whitney Trust
South Dakota
$836K -$20.3K -174 -3%
VHAM
805
Van Hulzen Asset Management
California
$831K -$5.78M -49,471 -88%
RSWM
806
Robertson Stephens Wealth Management
California
$831K +$262K +2,243 +53%
BHIA
807
Birch Hill Investment Advisors
Massachusetts
$829K +$152K +1,300 +25%
SBIA
808
Sheaff Brock Investment Advisors
Indiana
$825K -$49.7K -425 -6%
HW
809
Hancock Whitney
Mississippi
$819K -$45.3K -388 -6%
LS
810
Livforsakringsbolaget Skandia
Sweden
$817K
NED
811
Nancy E. Dempze
$813K +$31K +265 +4%
SWP
812
Stratos Wealth Partners
Ohio
$812K -$61.9K -530 -8%
CCA
813
Checchi Capital Advisers
California
$812K +$701 +6 +0.1%
SWM
814
Segment Wealth Management
Texas
$810K +$10.4K +89 +1%
DA
815
Detalus Advisors
Missouri
$807K +$584 +5 +0.1%
AWM
816
Aries Wealth Management
Maine
$806K +$92K +787 +15%
AWA
817
Arkadios Wealth Advisors
Georgia
$798K +$7.95K +68 +1%
MMHP
818
Murphy Middleton Hinkle & Parker
Georgia
$795K +$117 +1 +0%
WTC
819
WhitTier Trust Company
Nevada
$792K +$2.1K +18 +0.3%
TWP
820
Tempus Wealth Planning
California
$792K +$102K +875 +17%
PP
821
Professional Planning
California
$788K -$1,000K -8,553 -58%
SSG
822
Summit Securities Group
New York
$787K
FI
823
Fosun International
China
$781K -$207K -1,770 -23%
JG
824
Jefferies Group
New York
$776K +$703K +6,014 New
MWC
825
MBM Wealth Consultants
Missouri
$773K -$32.4K -277 -4%

WM Hedge Fund Activity: Q1 2021 in Review

1,489 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Waste Management (WM) for Q1 2021, worth a combined $40.9B — up 9.7% from $37.3B a quarter earlier.

Buyers outnumbered sellers: 139 funds opened new WM positions and 96 closed out — a net gain of 43 holders — while 562 added to existing stakes and 542 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $626M. The largest seller was Jackson Square Partners, cutting an estimated $248M.

  • 1,489 institutional investors held Waste Management (WM) as of Q1 2021, up from 1,456 in Q4 2020.
  • Funds reported $40.9B of Waste Management stock for Q1 2021, up 9.7% quarter-over-quarter.
  • 139 funds opened new Waste Management positions in Q1 2021 and 96 closed out, a net change of +43 holders.
  • The largest Waste Management buyer in Q1 2021 was Wellington Management Group, an estimated $626M added.
  • The largest Waste Management seller in Q1 2021 was Jackson Square Partners, an estimated $248M sold.

Based on aggregated 13F filings for Q1 2021.